# Financial advisors for family wealth transfer in Memphis, Tennessee > For family wealth transfer in Memphis, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include April Lowery of Kelman-Lazarov, Nathan Powell of Legacy Wealth Management and William Allen of Red Door Wealth Management. Page: https://find.wellspent.co/specialties/family-wealth-transfer/tennessee/memphis/ 46 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about passing wealth to the next generation in Memphis? For family wealth transfer in Memphis, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include April Lowery of Kelman-Lazarov, Nathan Powell of Legacy Wealth Management and William Allen of Red Door Wealth Management. - [April Lowery](https://find.wellspent.co/advisors/april-lowery/), Kelman-Lazarov, Memphis City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Nathan Powell](https://find.wellspent.co/advisors/nathan-powell/), Legacy Wealth Management, Memphis City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [William Allen](https://find.wellspent.co/advisors/william-allen/), Red Door Wealth Management, Memphis City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Timothy Ellis](https://find.wellspent.co/advisors/timothy-ellis/), RBG Wealth Advisors, Memphis City. Holds the CFP. Fees on file: percentage of assets. - [Christian Becnel](https://find.wellspent.co/advisors/christian-becnel/), Steel Grove, Memphis City. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Memphis work on family wealth transfer? The Wellspent public graph lists 46 fee-only advisors for family wealth transfer in Memphis, at 5 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for family wealth transfer in Memphis charge? The most common fee among fee-only advisors for family wealth transfer in Memphis is a percentage of assets, used by 100% of the 46 with fees on file. Many use more than one: 91% charge fixed fees and 37% charge performance-based fees. ## How much do fee-only financial advisors charge in Tennessee? Fee-only financial advisors in Tennessee charge a median of $4,200 a year for ongoing planning. We found this across the published prices of 13 Tennessee firms. ## How much does a one-time financial plan cost in Tennessee? A one-time financial plan from a fee-only firm in Tennessee has a median price of $2,000. We found this across the published prices of 15 Tennessee firms. ## What credentials should a financial advisor for family wealth transfer have? For family wealth transfer, look for the CFP. In Memphis, 52% of the 46 advisors listed hold the CFP. - CFP (52% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do Memphis advisors for family wealth transfer compare with the rest of the US? 91% of fee-only advisors for family wealth transfer in Memphis charge fixed fees, compared with 62% of the 3,385 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Tennessee have an estate or inheritance tax? No. Tennessee has no state estate or inheritance tax, so the federal rules are the main ones to plan around. ## What should I ask a financial advisor about passing wealth to the next generation in Memphis? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for family wealth transfer in Memphis? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Celeste Pryor](https://find.wellspent.co/advisors/celeste-pryor.md) | Red Door Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [John Phillips](https://find.wellspent.co/advisors/john-phillips.md) | Red Door Wealth Management | Memphis, Tennessee | CFP, CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Peyton Klawinski](https://find.wellspent.co/advisors/peyton-klawinski.md) | Red Door Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [William Allen](https://find.wellspent.co/advisors/william-allen.md) | Red Door Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [April Lowery](https://find.wellspent.co/advisors/april-lowery.md) | Kelman-Lazarov | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Purcell](https://find.wellspent.co/advisors/christopher-purcell.md) | Kelman-Lazarov | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Jacob Samuels](https://find.wellspent.co/advisors/jacob-samuels.md) | Kelman-Lazarov | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Lukas McCalla](https://find.wellspent.co/advisors/lukas-mccalla.md) | Kelman-Lazarov | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Martin Kelman](https://find.wellspent.co/advisors/martin-kelman.md) | Kelman-Lazarov | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Patrick O'Hearn](https://find.wellspent.co/advisors/patrick-o-hearn.md) | Kelman-Lazarov | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [William Steinberg](https://find.wellspent.co/advisors/william-steinberg.md) | Kelman-Lazarov | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Gregory Davis](https://find.wellspent.co/advisors/gregory-davis.md) | RBG Wealth Advisors | Memphis, Tennessee | CFP | Percentage of assets | | [Timothy Ellis](https://find.wellspent.co/advisors/timothy-ellis.md) | RBG Wealth Advisors | Memphis, Tennessee | CFP, PFS | Percentage of assets | | [Andrew Buzan](https://find.wellspent.co/advisors/andrew-buzan.md) | Kelman-Lazarov | Memphis, Tennessee | CFA | Percentage of assets, Hourly, Fixed fees | | [Brienne Jackson](https://find.wellspent.co/advisors/brienne-jackson.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [Brittany Paul](https://find.wellspent.co/advisors/brittany-paul.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [Cathy Simmons](https://find.wellspent.co/advisors/cathy-simmons.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [Duncan Miller](https://find.wellspent.co/advisors/duncan-miller.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [E Jalenak](https://find.wellspent.co/advisors/e-jalenak.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [Hallie Peyton](https://find.wellspent.co/advisors/hallie-peyton.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [Lindsey Mazzola](https://find.wellspent.co/advisors/lindsey-mazzola.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [Nathan Powell](https://find.wellspent.co/advisors/nathan-powell.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [Nicholas Sowell](https://find.wellspent.co/advisors/nicholas-sowell.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [Rebecca Rawlinson](https://find.wellspent.co/advisors/rebecca-rawlinson.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [Robin Sievers](https://find.wellspent.co/advisors/robin-sievers.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [Christopher Williamson](https://find.wellspent.co/advisors/christopher-williamson.md) | Red Door Wealth Management | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Connor Mykleby](https://find.wellspent.co/advisors/connor-mykleby.md) | Red Door Wealth Management | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Connor Wright](https://find.wellspent.co/advisors/connor-wright.md) | Red Door Wealth Management | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [John Giovannetti](https://find.wellspent.co/advisors/john-giovannetti.md) | Red Door Wealth Management | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Jonathan Stambaugh](https://find.wellspent.co/advisors/jonathan-stambaugh.md) | Red Door Wealth Management | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [William Hiatt](https://find.wellspent.co/advisors/william-hiatt.md) | Red Door Wealth Management | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [William Martin](https://find.wellspent.co/advisors/william-martin.md) | Steel Grove | Memphis, Tennessee | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Elsa Allmendinger](https://find.wellspent.co/advisors/elsa-allmendinger.md) | Kelman-Lazarov | Memphis, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [John Dabov](https://find.wellspent.co/advisors/john-dabov.md) | Kelman-Lazarov | Memphis, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Lawrence Epperly](https://find.wellspent.co/advisors/lawrence-epperly.md) | Legacy Wealth Management | Memphis, Tennessee | CFA | Percentage of assets, Fixed fees | | [Wallace Hope](https://find.wellspent.co/advisors/wallace-hope.md) | Legacy Wealth Management | Memphis, Tennessee | CFA | Percentage of assets, Fixed fees | | [Christian Becnel](https://find.wellspent.co/advisors/christian-becnel.md) | Steel Grove | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Clayton Williams](https://find.wellspent.co/advisors/clayton-williams.md) | Steel Grove | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Craig Sneed](https://find.wellspent.co/advisors/craig-sneed.md) | Steel Grove | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Jonathan Martin](https://find.wellspent.co/advisors/jonathan-martin.md) | Steel Grove | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Lisa Shive](https://find.wellspent.co/advisors/lisa-shive.md) | RBG Wealth Advisors | Memphis, Tennessee | | Percentage of assets | | [Matthew Sullivan](https://find.wellspent.co/advisors/matthew-sullivan-8235474.md) | RBG Wealth Advisors | Memphis, Tennessee | | Percentage of assets | | [Steven Sansom](https://find.wellspent.co/advisors/steven-sansom.md) | Steel Grove | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Timothy Ballard](https://find.wellspent.co/advisors/timothy-ballard.md) | Steel Grove | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Courtney Wages](https://find.wellspent.co/advisors/courtney-wages.md) | Legacy Wealth Management | Memphis, Tennessee | | Percentage of assets, Fixed fees | | [Joseph Birch](https://find.wellspent.co/advisors/joseph-birch.md) | Legacy Wealth Management | Memphis, Tennessee | | Percentage of assets, Fixed fees | ## Related - [Estate planning in Memphis](https://find.wellspent.co/specialties/estate-planning/tennessee/memphis.md) - [Retirement planning in Memphis](https://find.wellspent.co/specialties/retirement-planning/tennessee/memphis.md) - [Tax planning in Memphis](https://find.wellspent.co/specialties/tax-planning/tennessee/memphis.md) - [Founders in Memphis](https://find.wellspent.co/specialties/founders-pre-exit/tennessee/memphis.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).